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How to search for Clients in Clients Page

Last Updated: Feb 07, 2018 11:17AM NZDT
Step 1:
Go to your Clients Page 

Step 2 - Filter Search:
You can search within certain categories by selecting one of the following filters:
  • Opportunity
  • Client Lead
  • Created By
  • Sales
  • Section
  • Created Date
  • Floor Size 
  • Custom 
Click the 'Filter By' drop down menu and select which search filter you would like to use.

Step 3 - Dynamic Search:
This is a quick and easy way to search for specific clients if you know any of the following details:
  • Last Name
  • First Name
  • Email Address
  • Phone Number
  • Client ID
  • Company/Trust
  • Location
If you know any of these client details, you can type them straight into the search box which will give you relevant results as you type. If you type 'Sam', without pressing enter, you will automatically all clients called Sam in the results.
seconds ago
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